True Wealth Design, LLC New Holdings in Q1 2025

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SITM
Sitime Corp

Technology
4
New
$150.28 - $257.0 $601 - $1.03K
4 $612K
STEL
Stellar Bancorp Inc
22
New
N/A
22 $609K
CNOB
Connect One Bancorp, Inc.

Financial Services
25
New
$21.51 - $27.55 $538 - $689
25 $608K
MNRO
Monro, Inc.

Consumer Cyclical
42
New
$14.47 - $24.54 $608 - $1.03K
42 $608K
ROG
Rogers Corp

Technology
9
New
$67.53 - $102.68 $608 - $924
9 $608K
ALEX
Alexander & Baldwin, Inc.

Real Estate
35
New
$17.04 - $18.35 $596 - $642
35 $604K
FCPT
Four Corners Property Trust, Inc.

Real Estate
21
New
$26.26 - $29.31 $551 - $616
21 $603K
Fidelis Insurance Holdings L
37
New
N/A
37 $600K
ADUS
Addus Home Care Corp

Healthcare
6
New
$89.83 - $135.92 $539 - $816
6 $594K
TW
Tradeweb Markets Inc.

Financial Services
4
New
$123.42 - $148.46 $494 - $594
4 $594K
LAD
Lithia Motors Inc

Consumer Cyclical
2
New
$285.59 - $385.71 $571 - $771
2 $588K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
11
New
$52.01 - $61.99 $572 - $682
11 $588K
GMED
Globus Medical Inc

Healthcare
8
New
$69.68 - $93.32 $557 - $747
8 $586K
Brookfield Infrastructure CO
16
New
N/A
16 $580K
MPW
Medical Properties Trust Inc

Real Estate
96
New
$3.83 - $6.21 $368 - $596
96 $579K
ROAD
Construction Partners, Inc.

Industrials
8
New
$67.61 - $93.18 $541 - $745
8 $575K
STEM
Stem, Inc.

Technology
1.64K
New
$0.35 - $1.22 $573 - $2K
1.64K $574K
BMI
Badger Meter Inc

Technology
3
New
$189.49 - $221.51 $568 - $665
3 $571K
DLX
Deluxe Corp

Communication Services
36
New
$15.43 - $23.42 $555 - $843
36 $570K
AI
C3.Ai, Inc.

Technology
27
New
$20.92 - $36.93 $565 - $997
27 $569K
APA
Apa Corp

Energy
27
New
$18.54 - $25.45 $501 - $687
27 $568K
NEU
Newmarket Corp

Basic Materials
1
New
$482.93 - $570.11 $483 - $570
1 $567K
Globalstar Inc
27
New
N/A
27 $564K
OTTR
Otter Tail Corp

Utilities
7
New
$72.43 - $83.38 $507 - $584
7 $563K
AIR
Aar Corp

Industrials
10
New
$55.99 - $72.21 $560 - $722
10 $560K
CRVL
Corvel Corp

Financial Services
5
New
$103.48 - $128.46 $517 - $642
5 $560K
TPC
Tutor Perini Corp

Industrials
24
New
$21.51 - $29.39 $516 - $705
24 $557K
SGH
Smart Global Holdings, Inc.

Technology
32
New
N/A
32 $556K
YELP
Yelp Inc

Communication Services
15
New
$33.6 - $41.25 $504 - $619
15 $556K
MMI
Marcus & Millichap, Inc.

Real Estate
16
New
$33.94 - $39.48 $543 - $632
16 $552K
MLR
Miller Industries Inc

Consumer Cyclical
13
New
$42.37 - $69.18 $551 - $899
13 $551K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
34
New
$15.98 - $24.03 $543 - $817
34 $550K
IMVT
Immunovant, Inc.

Healthcare
32
New
N/A
32 $547K
PHR
Phreesia, Inc.

Healthcare
21
New
$21.97 - $30.01 $461 - $630
21 $537K
HAIN
Hain Celestial Group Inc

Consumer Defensive
127
New
$3.58 - $6.19 $455 - $786
127 $528K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
174
New
$2.51 - $3.16 $437 - $550
174 $526K
BELFB
Bel Fuse Inc.

Technology
7
New
$73.55 - $86.91 $515 - $608
7 $525K
BXC
Blue Linx Holdings Inc.

Industrials
7
New
$74.77 - $112.26 $523 - $786
7 $525K
TBK
Triumph Bancorp, Inc.

Financial Services
9
New
N/A
9 $521K
CDXC
Chroma Dex Corp.

Healthcare
75
New
$5.26 - $8.55 $395 - $641
75 $518K
BKU
Bank United, Inc.

Financial Services
15
New
$31.36 - $41.63 $470 - $624
15 $517K
COIN
Coinbase Global, Inc.

Technology
3
New
$172.23 - $301.3 $517 - $904
3 $517K
CACC
Credit Acceptance Corp

Financial Services
1
New
$440.44 - $525.64 $440 - $526
1 $517K
CERT
Certara, Inc.

Healthcare
52
New
$9.9 - $14.25 $515 - $741
52 $515K
AMG
Affiliated Managers Group, Inc.

Financial Services
3
New
$154.65 - $189.71 $464 - $569
3 $505K
CVGW
Calavo Growers Inc

Consumer Defensive
21
New
$21.47 - $25.5 $451 - $536
21 $504K
NVEE
Nv5 Global, Inc.

Industrials
26
New
$17.03 - $19.42 $443 - $505
26 $502K
GFF
Griffon Corp

Industrials
7
New
$68.06 - $80.91 $476 - $566
7 $501K
MLNK
Meridian Link, Inc.

Technology
27
New
$18.1 - $21.49 $489 - $580
27 $501K
Activity Summary
Buys All Purchases 2154 New Holdings 1347 Increased Positions 807 Sells All Sells 381 Reductions 381 Sold out 0 Options Calls 0 Puts 0
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